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How to Contact SwiftCase Support
Getting Started | 2 months ago

How to Contact SwiftCase Support

The process of contacting SwiftCase support to

Kyle Gardner
Guide for Moving Rules
Moving Rules | 2 months ago

Guide for Moving Rules

Learn more about moving rules and how to add them to your workflows.

Guide for Forms&Actions
Forms And Actions | 2 months ago

Guide for Forms&Actions

Learn more about forms & actions and how to add them to your workflows.

Sending an Email in SwiftCase
Getting Started | 2 months ago

Sending an Email in SwiftCase

This guide will outline how to send emails from your system. Keep everyone in the loop with emails in SwiftCase!

Adding a Client Staff on SwiftCase
Getting Started | 2 months ago

Adding a Client Staff on SwiftCase

This guide will outline how to add Client Staff to your SwiftCase. Learn how to add your Clients to your system so you can create Tasks for Client Staff, contact your Client Staff directly from SwiftCase, and much more!

Adding a Client on SwiftCase
Getting Started | 2 months ago

Adding a Client on SwiftCase

This guide will outline how to add Clients to your SwiftCase system. Learn how to add your Clients to your system to document all the Organisations your business deals with!

How to create a Document Template
Guide | 2 months ago

How to create a Document Template

Create document templates specific to your business. Cut down on time wasted manually adding information into documents by creating a document template in SwiftCase. With our system you can automate the information gathering process by creating a document template and adding information tags so the information will be auto-populated.

How to create an Email Template
Guide | 2 months ago

How to create an Email Template

Create custom email templates with SwiftCase. Send an email with a few clicks by creating your own email templates and adding information tags. These tags will pull through data from specific tasks allowing each email to be customisable to the recipient and/or subject.

Creating your first Workflow
Getting Started | 3 months ago

Creating your first Workflow

This guide will outline and provide the basics on how to create a customised workflow- completely tailored to your business!

Setting Up a User
Getting Started | 3 months ago

Setting Up a User

This guide provides details on setting up users within your company on SwiftCase. From adding Users to the system to setting up their email, this guide will provide you with all the information you need to get your Users on SwiftCase!

Mortgage Enquiry Guide
Guide | 3 months ago

Mortgage Enquiry Guide

Guide on how to use and create Mortgage Enquiry tasks on SwiftCase's Mortgage system.

Automated Events- Create User
Automated Events | 3 months ago

Automated Events- Create User

This guide will show you how to use the 'Create User' automated event. Discover how to add and set up this automated event to your workflows, so your workflow will automatically create a user based on time factors or questions answered.